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The unspoken truth: What equity traders wish their brokers understood (but are too polite to say)

A good broker can transform an equity trader’s day. They’re not just order-takers, they’re problem-solvers, partners and sometimes even advisors. But reaching that level of trust and understanding requires give and take. Communication is key—and sometimes, that means having tough conversations. To spark a healthy dialogue, we surveyed 40 U.S. buy-side traders about what they wish their brokers understood better about their daily grind.

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Equity Brokers

How do you get the attention of field consultants? What information and insights do they most value? How do you shift the relationship from gate keeper to advocate to support retention and cross-sales?

How can managers more effectively utilize data on asset owner demographics, consultant usage, persona types, and expected hiring to narrow the sales funnel and tailor marketing materials? How can CRM be used to empower sales professionals rather...

Market Overview on Digital Assets

Slide Deck
October 14, 2022

Blockchain, digital assets, tokenization - What is this all about? What factors make digital asset investing unique? What is the applicability to institutional asset owners and managers?

Welcome Address and Overview of Industry

Slide Deck
October 14, 2022

A state of the market update covering investor preferences & imperatives, as well as how asset managers can differentiate their value proposition.

Delivering on ESG

Slide Deck
October 14, 2022

How can managers differentiate their offerings and avoid falling into the greenwashing trap? And with sub-factors such as net zero and D&I gaining importance in their own right, how will these moving targets shape the portfolios of the future?

How can asset managers most effectively acquire new talent? What are the keys to maintaining high levels of employee engagement and retention? How do managers build and reinforce a strong, distinctive and innovative corporate culture in the new...

Leveraging Brand as a Competitive Advantage

Slide Deck
October 14, 2022

What are best-in-class approaches to maximize brand impact and communicate differentiation? How can managers use their strong brand image to solidify opportunities? What insights were learned regarding brand image during the pandemic and what...

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